DAVID JOHN PORTER
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce (Accounting) - - Macquarie University
2002 - PS 146 - - Financial Planning Association of Australia
2003 - Graduate Diploma - - Institute of Chartered Accountants
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.